Affinity Capital Advisors, LLC ESGU Holdings History
Affinity Capital Advisors, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-06-30, Affinity Capital Advisors, LLC held 151,619.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $20.51 Mil. This investment constitutes 3.53% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0.15% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2020Q3. And since then Affinity Capital Advisors, LLC has made 10 purchases of ESGU, at an average price of $100.45, for a total of 156,151.00 shares. In addition, there have been 8 sales at an average price of $101.67 for 4,532.00 shares. Based on historical transaction data and ESGU's current price of $137.06, Affinity Capital Advisors, LLC's estimated gain on his ESGU holdings is $5.56 Mil, reflecting a 35.42% gain to date.
Affinity Capital Advisors, LLC ESGU ($137.06) Holding Chart
Affinity Capital Advisors, LLC ESGU ($137.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
